For more than four decades, Townspeople has been working to address some of San Diego County’s most pressing housing challenges. Guided by the belief that housing is the foundation for health, stability, and opportunity, the organization provides affordable housing, supportive services, and innovative housing solutions to individuals and families experiencing homelessness and housing instability. What […]
The midpoint of any fiscal year brings opportunities for nonprofit leaders to assess financial performance, identify emerging challenges, and make proactive adjustments. A mid-year budget review is more than a financial exercise; it is a strategic tool that helps organizations remain mission-focused while ensuring long-term sustainability. Rather than waiting until year-end to address budget concerns, […]
Nonprofit organizations regularly receive support that doesn’t come in the form of cash, but that doesn’t make it any less important. These non-cash contributions, known as gifts-in-kind, can have a meaningful impact on financial statements, audit outcomes, and overall transparency. When properly tracked and recorded, they help reflect the full scope of resources supporting your […]
We are pleased to highlight one of our impactful clients, Calibrate, an organization dedicated to healing, connection, and leadership development in under-resourced communities. Through its trauma-informed and data-driven Connections program, Calibrate creates safe spaces where individuals can build resilience, strengthen relationships, and unlock their full potential. By investing in community members as leaders and facilitators, […]
In early 2021, when most everyone was still hunkered down at home in the midst of the COVID-19 pandemic, stockpiling toilet paper and water, and becoming video conference experts, an intrepid group of accountants quietly opened a new public accounting firm in Southern California. The name, Evergreen Alliance, was inspired by our founding partners’, […]
We are proud to highlight one of our valued clients, Confluence Rising — an organization dedicated to fostering equity, understanding, and meaningful connection across communities. Through transformative education, youth leadership programs, and conflict resolution work, Confluence Rising empowers individuals to lead change and build more inclusive environments throughout Southern California. We connected with their team […]
Exemption from federal income tax carries significant responsibilities and restrictions, especially regarding transactions with related parties, also known as “insiders.” Leaders must understand these rules to protect both their mission and their organization’s tax-exempt status. At the heart of the IRS’s oversight of insider transactions are prohibitions against private inurement and excess benefit transactions. These […]
Evergreen Alliance is pleased to announce the appointment of Melissa Roshnaye as Partner in the firm’s Audit department and Rebecca Christiansen as a Partner in the firm’s Tax department, effective January 1, 2026. Melissa has been with Evergreen since day one, working as a Principal with Managing Partner, Stacey Bergman, to build the foundations of a […]
This month, we are excited to shine a spotlight on one of our incredible clients, the Children’s Museum of Discovery (CMoD). For 25 years, CMoD has been inspiring young minds and strengthening families through hands-on play, creative exploration, and educational opportunities for all. From its roots as a small traveling program to its current role […]
The One Big Beautiful Bill (OBBB) contains several provisions that will have an impact on your donors in 2026. That means that there are tax planning techniques that can be used before the end of 2025. You can include some of this information in your year-end campaigns to encourage giving before year end. Be the […]
